Configure Your Services Menu

Make your scheduling experience an efficient one for your business and an easy & pleasant one for your clients! Your customized Services Menu allows your clients and prospects to quickly find the service they need and schedule/ book swiftly via a friendly navigation to your (and your staff) updated available schedule.

Fully customize the display of your services info

Define the days and hours for each of your services

Determine intervals between your appointments

Delegate specific staff members to services or let the client choose

Define if a booking or scheduling will be finalized after collecting a payment

Your Business Service Menu Overview

Select Settings from your account dashboard menu located to the left of the screen

Your Services Menu overview shows either a default icon or an image you have uploaded, the service name, its duration, fee (can be displayed or not), and if it’s a 1 on 1 or an event (destined for services with more than one participant)

Services settings menu example

The Overview Upper Menu

Located at the top right of your Service Menu Overview it contains the following buttons:

- Gets you back to your Dashboard

-Lets you configure new 1 on 1 services and events

- Displays your Services Menu as your clients/prospects see it:

Services menu example (as displayed to your clients and prospects)

Setting and Updating your Services

Each new vCita account is configured with a few default services you can customize according to your needs.

When you set up your service menu, services that you create will be publicly displayed to the general public on your client portal, your website and social media by default unless you choose toHIDEthem from the Service Menu

Setting your Services Menu

Your service menu can be set with a combination of 1 on 1 appointments/group events that can be dragged and dropped to be displayed in your desired order.

1 on 1 appointment- Usually includes you (or a member of your team) and the client. You can list different appointment options and let clients choose which appointment they wish to schedule at their convenience based on your up-to-date availability. To learn more about 1 on 1 appointments click here

Group event- This service type is used to set up a meeting, class, workshop or any other desired event with more than one participant. Clients can sign up online until all the available spots are taken. Once you add a group event to your service menu, you can set the time the event will take place. It can be a single instance or you can open the event to a new registration on specific times on a daily, weekly or monthly basis. To learn more about group events click here

Updating your Services Menu

Choose the service/event you wish to edit

Service example

Click on the icon you’ll see when hovering with your mouse to the right of the service type - A drop down menu will open offering the option to Edit the service/event, Hide it from your menu’s display (If you have a service that you would like to offer to some clients, but you don't want it to be publicly available on your menu or if you want to disable it momentarily), Grab a link directing to the service (to be used in emails, Social media ect..) or Delete it from your services menu.

Click on the icon to access your Edit Service Menu from which you’ll be able to set or update the chosen service.

Drag & dropthe servicesto reorder them according to your needs, with the left click of your mouse.

Snapshot of your Service Settings Options

General info - Name your service and customize the default image attributed to each service, define if the service should be displayed or hidden from your Services Menu.

Location- Define where or how the service will take place (For example: video, Skype, your offices, your client’s location)

Duration & Availability- Set a fixed or variable duration for your services your clients and prospects can choose from.

Price- Choose if you'd like to display an associated fee for a service or not. If you decide to display a fee, one of the options you can choose from is requiring an upfront payment to proceed with the scheduling/booking.

Staff- Define if your clients will choose a service and then a staff member, if a staff member is delegated automatically by the system according to availabilities or if the clients get to choose the staff member before they choose a service